SAMCO INC. <6387>: The stock surged, jumping as high as 11% at one point and recovering to the \9,000 level. The stock hit an all-time high of \9,150 during trading on March 26, but formed a long upper shadow that day, and subsequently entered a downward correction phase amid weak overall market conditions. Today, against the backdrop of gains in U.S. semiconductor stocks on the previous day, buying in AI data center-related semiconductor stocks accelerated sharply in the Tokyo market, and the company rode this wave to bring a new record high back into view. In the electronic device-related manufacturing equipment sector, the company is fully leveraging its optoelectronic technology centered on next-generation power semiconductor fields, and successive waves of buying, believed to be from institutional investors, have been observed backed by medium-term earnings growth expectations. According to an amended report filed by Nomura Securities on the 31st, it was revealed that the shareholding ratio of SAMCO stock held jointly by Nomura Securities and others increased from 8.34% in the previous disclosure to 10.02%. The purpose of ownership is stated as holdings for securities business and trust asset management, confirming that actual demand buying through institutional investors is ongoing.

REFINVERSE Group,Inc. <7375>: The stock surged in the afternoon session. Around 11:30 a.m., the company announced the introduction of new polyolefin (polyethylene/polypropylene) recycling equipment at the "REFINVERSE Gamagori Factory," which will begin operations in June, and this was well received. This equipment introduction is being implemented to expand the polyolefin recycling business, which will launch in earnest in July. With this, the company will manufacture recycled materials and raw materials for polyolefins with a two-location system following RIVIC (REFINVERSE Innovation Center, Futtsu City, Chiba Prefecture).

Nxera Pharma Co., Ltd. <4565>: The stock attracted buying interest and hit the daily limit at one point. Its partner, UK-based Centessa Pharmaceuticals , announced on the 31st U.S. time that it would be acquired by U.S.-based Eli Lilly . Nxera Pharma holds the rights to receive certain milestones and royalties related to Centessa's orexin 2 receptor (OX2) agonist series "cleminorexton/ORX750," "ORX142," and "ORX489," as well as a portion of Centessa shares, which attracted buying on this news. The OX2 agonist series aims to treat a wide range of diseases related to sleep-wake cycles and other conditions. The series was co-created by Nxera Pharma and Centessa under a partnership that gives Centessa access to Nxera's NxStaR (stabilized receptor) technology.

PowerX <485A>: The stock hit the daily limit. After the close of trading on the 31st, the company announced it had secured a large order worth approximately \5.3 billion, which attracted buying. The company received an order from an energy-related business operator for the large stationary battery system "PowerX Mega Power 2500," peripheral equipment, and ancillary services such as maintenance. Sales are expected to be recorded in the fiscal year ending December 2027, and there is no impact on the current fiscal year's consolidated earnings forecast. PowerX's sales forecast for the current fiscal year is \38 billion (up 96.8% year-on-year).

ExaWizards Inc. <4259>: The stock moved sharply and hit the daily limit. After the close of trading on the 31st, the company announced that it had concluded a capital and business alliance agreement with Sumitomo Mitsui Financial Group, Inc. <8316>. Sumitomo Mitsui Financial is expected to become the largest shareholder of ExaWizards after the third-party allotment. The news was received as a positive surprise, as the companies will collaborate on AI utilization and DX promotion. ExaWizards will issue 9.55 million new shares at \565 per share to Sumitomo Mitsui Financial as the allottee. Sumitomo Mitsui Financial's shareholding ratio after the allotment is expected to be 10%. ExaWizards will raise approximately \5.385 billion in gross proceeds, which will be allocated to costs related to hiring dedicated teams and human resource development, as well as standby funds for M&A activities.

YE DIGITAL Corporation <2354>: The stock rebounded sharply. The company announced its consolidated earnings forecast for the fiscal year ending February 2027 after the close of trading on the 31st, projecting sales of \22 billion (up 8.6% year-on-year), operating profit of \2.2 billion (up 35.1%), and net profit of \1.6 billion (up 24.8%), with an annual dividend forecast of \30, an increase of \10 from the previous year, which was well received. The business solution segment is expected to remain at the previous year's level due to new business DX project acquisitions and provision of new services. Meanwhile, the IoT solution business is expected to drive earnings growth through further acceleration of logistics DX, including expansion into factory logistics for the manufacturing industry. For the fiscal year ended February 2026, sales were \20.263 billion (up 1.6% year-on-year), operating profit was \1.628 billion (up 15.6%), and net profit was \1.282 billion (up 23.4%). Both business solutions and IoT solutions grew, with sales and operating profit reaching record highs.

*This article may contain unconfirmed information. Please make your own investment decisions at your own risk.

Source: MINKABU PRESS